William Joshua Lee
Investment adviser representative at U.S. Bancorp Advisors, LLC
11 yearsExperience
1 stateRegistered in
$1.8BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- U.S. Bancorp Advisors, LLCFeb 2026 to now
- U.S. Bancorp Investments, Inc.Sep 2025 to Feb 2026
- LPL Enterprise, LLCSep 2024 to Aug 2025
- Carter Terry & Compnay Inc.Dec 2023 to Sep 2024
- Massmutual Life Insurance CoMar 2023 to Nov 2023
- MML Investors Services, LLCMar 2023 to Nov 2023
- The Baker GroupAug 2015 to Mar 2023
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (GA).
U.S. Bancorp Advisors, LLC
$1.8BAssets managed
3,343Clients
1,161Advisers
17 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6127187
- Firm CRD
- 14455